Treace Medical Concepts 401(k) Retirement Savings Plan
Sponsored by Treace Medical Concepts Inc · EIN 471052611 · Plan #001
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 479
- With balances
- 452
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sean D Casterline Dba Delta Capital | Investment advisory (plan) | $81,213 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $53,579 |
| Empower Advisory Group, Llc | Investment management | $2,664 |